ZOZO, Inc. (SATLF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

It's time to start the earnings briefing for the full year financial results of FY25 ending March 2026. We will only be offering live streaming this time. We plan to have a session until 5.40 p.m. After that, we will have a Q&A session with institutional investors on a separate Zoom channel from 5.50 p.m. I'd like to introduce the presenters. Representative Director, President and CEO, Otaro Sawada. Hello. And Director, Executive President and CFO, Koji Yanagawa. Hello. There will be two presenters today. First, CFO Yanagawa will take us through the business results. I'd like to walk you through the full year financial results for FY25 ending March, 2012. The presentation document we will use today has already been uploaded to our website investor relations page, so please take a look. First, I'd like to walk you through the highlights of the full year financial results of FY25. As for the full year, GMB increased by 8.4% year-on-year. You're 666 billion yen in the including other to be increased by 12.4% air near to 646.1 billion yen. Total gmv for those of the town business won't get the farmers and be to be this is combined increased by 5.1% year-over-year to 600. We're not in the league and then it got increased by 10.2% year-on-year to 76.9 billion yen. If it did a margin one point 9% down their point to point from the same period last year. Progress against the revised company plan announced on July 31st. It follows in the including other gmv 98.8%. And total gmv for those of the town business line of commerce and be to be business all combined a 100.1%. and EBITDA, 100.3%. Regarding GMV, strong performance during the winter sales in the fourth quarter enabled us to achieve growth that offset the shortfall from the end of the third quarter. As a result, the com...